One mutual fund that reflects your investment style

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Reference no: EM13813511

You will be developing a simple portfolio that will be used for analysis over the following five weeks. This will also be used in your in-depth analysis of the entire portfolio for the Week Six Final Paper. You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities:

One hundred shares of a publicly traded company;

One corporate bond;

One mutual fund that reflects your investment style;

One hundred puts or calls of one option of your choosing (just make sure it is at least 6 months out);

With any leftover cash, find a 6-month certificate of deposit (CD) and “invest” the funds into it.

Develop a table in Excel that can be used to track the value of these securities. Describe your objective(s) for this portfolio and why you chose the securities you did for your portfolio. Your paper must be a two to three double spaced pages in length

Reference no: EM13813511

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